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Molly Conroy

Private Wealth - Entrepreneurs - Executives - Philanthropy - Impact Investing

Molly Conroy is a seasoned financial advisor with a passion for crafting personalized investment strategies that align with her clients' financial goals and values.

With over ten years of experience in the finance industry, Molly's role at Bernstein Private Wealth Management involves managing client portfolios, developing businesses, and driving growth in her region under the tutelage of the Managing Director of High West.

Molly takes a goals-based approach to understand her clients' objectives and tailors unique portfolios to help them achieve their financial aspirations. Her dedication to creative problem-solving, intellectual curiosity, and continuous skill development sets her apart in the field.

Specializing in investment and liquidity management, portfolio construction, ESG, estate planning, executive planning, pre-transaction planning, and working with multi-generational families, Molly brings a comprehensive skill set to her practice.

Outside of work, Molly resides in Denver with her family, where they enjoy skiing, reading, and perfecting the art of making homemade pizza at high altitudes.

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Location

Denver, Colorado